USSCX Mutual Fund

USSCX Mutual Fund

NAV$39.86
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Returns Overview

1 Month
-6.57%
3 Months
+8.40%
6 Months
+16.76%
YTD
+15.30%
1 Year
+24.87%
3 Years (annualized)
+22.76%
5 Years (annualized)
+5.46%
10 Years (annualized)
+15.35%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would USSCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
S&P North American Technology Index
This Mutual Fund (YTD)
+15.30%
Peer Avg (YTD)
+11.56%
vs Peers
+3.74%

USSCX Mutual Fund Performance

USSCX performance across multiple time periods: 1-month -6.57%, YTD 15.30%, 1-year 24.87%, 3-year 22.76%, 5-year 5.46%, 10-year 15.35%.

USSCX returns outperform the peer average of 11.56% YTD. With an expense ratio of 0.96%, investors should weigh costs against performance when evaluating this mutual fund.

USSCX vs another fund shows side-by-side returns. USSCX alternatives are available in the Mutual Fund Screener.